Plan5500

Management Controls, Inc. 401(K) Plan — Form 5500 plan (Management Controls, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Management Controls, Inc. 401(K) Plan is a benefit plan reported by Management Controls, Inc. under EIN 76-0392753 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $14,675,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Management Controls, Inc.
EIN
76-0392753
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
169
End-of-year plan assets
$14,675,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20240815164417NAL0022903408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,675,256
Total liabilities (EOY)
$0
Net assets (EOY)
$14,675,256
Net assets (BOY)
$10,627,409

Income & contributions

Employer contributions
$804,107
Participant contributions
$1,884,879
Total contributions
$2,788,584
Total income / additions
$5,027,094

Expenses & distributions

Benefits paid
$923,619
Administrative expenses
$55,628
Total expenses
$979,247
Net increase / (decrease)
$4,047,847

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mbg Retirement IncADVISOR$28,736not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$19,373not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,519not reported in the loaded dataset2023

Related Form 5500 pages